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Ishares Tr usa min vo shares owned by Capital Advantage

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Capital Advantage from 13F filings

Historical chart of Capital Advantage investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Capital Advantage consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Capital Advantage

Quarter filed Position value Share count Share price at filing
2025-12-31 $244k 2.6k 94.16
2025-09-30 $247k 2.6k 95.14
2025-06-30 $244k 2.6k 93.87
2025-03-31 $270k 3.0k 88.79
2024-12-31 $270k 3.0k 88.79

More positions owned by Capital Advantage

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Select Sector Spdr Tr State Street Fin (XLF)
Spdr Series Trust State Street Spd (SPYM)
Vanguard World Industrial Etf (VIS)
Vanguard World Mega Cap Index (MGC)

View all positions for Capital Advantage

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Jpmorgan Chase & Co
Ameriprise Financial
Two Sigma Investments
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo